Destination Wealth Management's ownership history for XLP

Destination Wealth Management currently holds 62.2K shares with a market value of $4.9M. It started holding XLP on 2024-09-30. At its peak, it held 63.1K shares on 2025-03-31. Its highest holding value was $5.2M on 2024-09-30. At its lowest, it held 61.7K shares on 2025-06-30, with a value of $4.9M on 2025-09-30. In the recent 180 days, Destination Wealth Management has decreased its shares by 988. In the recent year, Destination Wealth Management has decreased its shares by 76.

It has also owned 20 contracts of calls, with the market value of the underlying securities totaling $9.1K on 2024-09-30. At its peak, it held 20 contracts of calls on 2025-09-30 and it owned calls with the market value of the underlying securities totaling $9.1K on 2025-09-30. At its lowest, it held 1 contracts of calls on 2024-09-30 and it owned calls with the market value of the underlying securities totaling $700 on 2024-12-31. In the recent 180 days, Destination Wealth Management has increased its holdings by 19 contracts. In the recent year, Destination Wealth Management has increased its holdings by 19 contracts.